TEMZX Mutual Fund

NAV$16.16

Returns Overview

1 Month
-4.32%
3 Months
-0.62%
6 Months
+4.66%
YTD
+6.04%
1 Year
+14.12%
3 Years (annualized)
+12.75%
5 Years (annualized)
+5.01%
10 Years (annualized)
+7.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEMZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+6.04%
Peer Avg (YTD)
+23.08%
vs Peers
-17.04%

TEMZX Mutual Fund Performance

TEMZX performance across multiple time periods: 1-month -4.32%, YTD 6.04%, 1-year 14.12%, 3-year 12.75%, 5-year 5.01%, 10-year 7.85%.

TEMZX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

TEMZX performance comparison shows side-by-side returns with another fund. TEMZX alternatives are available in the Mutual Fund Screener.